Job Description

About us

Donovan Insurance Brokers Inc. is a staple business in Waterloo Region, founded in 1969. We are personal, professional and customer focused.

Our work environment includes

Inclusivity
Growth opportunities
Customer focused
Team based approach
Work-from-home days

**Job Summary:**

We are seeking a dynamic and results-driven Personal Lines Account Manager to join our team. The ideal candidate will be RIBO licensed and responsible for managing a portfolio of client accounts.

**Responsibilities:**

MUST be RIBO licensed
Provide exceptional customer service by following procedures and protocols in a fast paced work environment
Effective communicator, able to work through situations with clients and co-workers
Assess personal insurance needs through policy reviews and make recommendations for existing clients
Order reports to confirm driving records (Autoplus and MVR) reports
Estimate and prepare fully completed applications for property and auto insurance
Complete policy changes on various insurance company portals, while speaking with the clients on the phone or in the office
Communicate with insurance companies regarding underwriting requirements
Review policy renewals for accuracy, proper rating/coverage and complete renewal letters with recommendations when necessary or complete market search if required for remarketing
Take claims from clients and report to insurance companies and follow guidelines for client follow-up
Follow up with clients regarding registered letter cancellations and returned payments
Upsell and cross sell where appropriate
Able to prioritize and manage workload and adapt to changing environments
Proficient with SigXP and Compuquote/Applied Rating, Word and Outlook
Licensed minimum of 3 years is preferred

This is an exciting opportunity for a motivated individual looking to advance their career in sales. If you are passionate about delivering exceptional service and have a knack for driving sales, we would love to hear from you!

Job Types: Full-time, Permanent

Pay: $50,000.00-$65,000.00 per year

Benefits: